Wealth Management Administrator
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Job Summary
Wealth Management Administrator
Hours: Monday-Friday 9am-5pm (37.5 hours no home working)
Salary: DOE discretionary quarterly bonus
Type: Permanent Full-Time Office based
Overview
A respected financial planning practice is looking for an experienced Wealth Management Administrator to join their growing support team. This role is ideal for someone with strong technical knowledge in financial services who enjoys providing exceptional client care and efficient administrative support.
You will be joining a friendly and collaborative office where professional development is encouraged. The firm places real focus on training offering structured onboarding and opportunities to build on your technical skill set.
What Youll Be Doing
You will work closely with the wider service and technical teams receiving structured training during the first three months to gain a full understanding of internal processes.
Typical responsibilities include:
- Acting as a point of contact for clients and product providers
- Gathering and organising policy information
- Processing new business
- Supporting annual review preparation
- Preparing client information for adviser and paraplanner meetings
- Using financial software (training provided) to produce investment summaries and reports
- General administrative duties to support the smooth running of the department
Requirements
Candidates should be confident well-presented and capable of communicating professionally with both clients and product providers. Experience within financial planning or a related financial services environment is essential.
Essential:
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Experience in administration within financial services e.g. w
orking within an IFA practice - Technical administration within pensions investments or insurance
- Strong understanding of financial products and processes
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Excellent written and verbal communication skills
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High attention to detail and accuracy
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Strong organisational skills and ability to prioritise
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Professional reliable and positive attitude
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Confident using MS Word and Excel
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Ability to maintain confidentiality and work well within a team
Desirable:
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RO1 CF1 FA1 or equivalent qualifications (or relevant experience)
Benefits
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Quarterly bonus scheme
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5% pension contribution
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23 days holiday bank holidays (additional days awarded with service)
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Option to buy or sell annual leave
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Group life cover
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Group income protection
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Support for industry exams and ongoing professional development
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Regular training refreshers and progression pathways
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Wellbeing package
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
